Job Information
Hub International Senior Program Executive, Complex Commercial in Irving, Texas
The Senior Program Executive (SPE) will provide professional account management and brokerage services to assigned commercial service clients focusing on Client Initiatives and Client Experience (CEx) delivery across all HUB Financial Services (HFS) channels. They work with Producers (Client Executives/Sales), Product Support Techs., and internal Operations Leaders managing and maintaining client relationships, along with driving program initiatives. This role is responsible for proactive consultation with appropriate decision makers at assigned clients, insurance and tracking program design, conducting regular program reviews, coordination of risk and control resources, oversight of financial performance, and negotiation of coverage and contractual terms and conditions.
The SPE will interface with Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of client needs. In general, issues related to program management, relationship management, coverage applicability, exposure evaluation, contractual requirements, and program design and execution fall within the domain of the SPE.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Work alongside account Producers, AMs, and internal leaders to serve as HFS’ executive level contact and broker-consultant for their respective client(s), retaining the account.
When a Producer is part of the client relationship, ensure they are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.
Establish and maintain strong and productive professional relationships with “C-Level” and other senior decision makers for assigned HFS client(s).
Possess detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
Partner with HFS internal operations and their leaders to ensure that quality and service expectations are being met/delivered. This may include but is not limited to, performing process audits, assisting with various training efforts, and providing necessary feedback to appropriate parties.
Maintain a working knowledge of the applicable and relevant regulatory and market environments.
Possess a strong understanding of each carrier’s products and services in support of assigned client(s).
Directly oversee and coordinate the delivery of all HFS services to assigned client(s) throughout the program lifecycles, including maintaining knowledge and an understanding of all ongoing client projects, initiatives, and issues.
Regularly partner with internal HFS leaders to evaluate client(s) financial performance/viability, consulting on proposed or required policy changes, and leading master service agreement conversations as needed.
Work cooperatively and professionally with AM and Account Liaison colleagues to deliver HFS services as described, using the interface as an opportunity to teach, train, and mentor AM and Liaison team members. Provide input and feedback to appropriate internal business partners as any performance concerns are identified.
Ensure that all Client Service needs are promptly and professionally delivered, either directly or via HFS colleagues (e.g., AMs, Liaisons, Operations, Client Communications, etc.). The SPE is accountable for the competence, timeliness, and quality of all deliverables to the client(s).
Schedule and conduct regular program review meetings with client(s) to communicate trends and implications, financials, and discuss ongoing projects and initiatives. When applicable, articulate coverage and loss control recommendations focused on reducing the client’s total cost of risk.
Manage and lead HFS’ annual Critical Path assessment for applicable client(s).
Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for client needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.
Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to appropriate internal business partners.
Possess and maintain a working knowledge of various HUB resources.
Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations as related to assigned clients.
Possess a strong ability to effectively communicate, verbally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office.
Other duties may be assigned as needs arise.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
BA or BS degree preferred
3+ years of client-facing service delivery, with front-line and mid-level client contacts preferred
Exceptional written and verbal communication skills
Proficiency with Microsoft Office Suite and PowerPoint programs
Dynamic, detail-oriented, self-starter
Strong leadership, mentoring, and team-building skills
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Willingness to travel
Prior P&C Insurance, Mortgage, or Force Placed Insurance related experience preferred
Licensing or certification Requirements
- None required
PHYSICAL DEMANDS
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
QUALIFICATIONS
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
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